Author
@WealthCode99978 WealthCode99978
grade Bx.com/WealthCode99978 ↗
Long-form AI supply-chain thematic mapper hunting obscure upstream beneficiaries
Publishes long-form bullish theses mapping the AI buildout d
trader score
-1.34
hit rate
45%
mean α
-0.63%
signals 14d
559
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.63% mean alpha, trader score -1.34. Their last-14d mentions, direction-adjusted, have moved -10.9% since posting (mean over 510 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CRWV | @WealthCode99978 | +0.40 | Deutsche Bank reiterates Buy on CRWV with a $150 target and outlines financing risks. | -22.2% | tweet ↗ |
| 2026-10-15 | ASML | @WealthCode99978 | +0.40 | Citi raised ASML's price target from €2,200 to €2,300. | -5.2% | tweet ↗ |
| 2026-10-15 | NBIS | @WealthCode99978 | -0.10 | Frames neocloud financing fears as potentially excessive while emphasizing leverage and cash-flow risks. | -15.7% | tweet ↗ |
| 2026-10-15 | CRWV | @WealthCode99978 | +0.30 | Frames neocloud financing fears as potentially excessive while emphasizing leverage and cash-flow risks. | -22.2% | tweet ↗ |
| 2026-10-15 | CRM | @WealthCode99978 | +0.30 | Describes capital rotating from AI infrastructure toward software firms with more efficient monetization. | +0.7% | tweet ↗ |
| 2026-10-15 | TEAM | @WealthCode99978 | +0.30 | Describes capital rotating from AI infrastructure toward software firms with more efficient monetization. | +4.8% | tweet ↗ |
| 2026-10-15 | GOOGL | @WealthCode99978 | +0.30 | Describes capital rotating from AI infrastructure toward software firms with more efficient monetization. | -8.3% | tweet ↗ |
| 2026-10-15 | WDAY | @WealthCode99978 | +0.30 | Describes capital rotating from AI infrastructure toward software firms with more efficient monetization. | +6.8% | tweet ↗ |
| 2026-10-15 | MSFT | @WealthCode99978 | +0.30 | Describes capital rotating from AI infrastructure toward software firms with more efficient monetization. | -2.8% | tweet ↗ |
| 2026-10-15 | NOW | @WealthCode99978 | +0.30 | Describes capital rotating from AI infrastructure toward software firms with more efficient monetization. | +7.0% | tweet ↗ |
| 2026-10-15 | MU | @WealthCode99978 | -0.35 | SOXX fell eight straight sessions and 12.7%, while TSM's operating data remained strong. | -5.8% | tweet ↗ |
| 2026-10-15 | SOXX | @WealthCode99978 | -0.50 | SOXX fell eight straight sessions and 12.7%, while TSM's operating data remained strong. | -7.1% | tweet ↗ |
| 2026-10-15 | AMD | @WealthCode99978 | -0.35 | SOXX fell eight straight sessions and 12.7%, while TSM's operating data remained strong. | -8.1% | tweet ↗ |
| 2026-10-15 | AVGO | @WealthCode99978 | -0.35 | SOXX fell eight straight sessions and 12.7%, while TSM's operating data remained strong. | -6.6% | tweet ↗ |
| 2026-10-15 | TSM | @WealthCode99978 | +0.25 | SOXX fell eight straight sessions and 12.7%, while TSM's operating data remained strong. | -0.9% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.